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DocuSign Aprover Name into SharePoint List

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I am working on a a Flow which utilises DocuSign and wondering if there is a way that you can take the name of the person who has signed the document and use it as dynamic content to update SharePoint list? It would be similar to a 'get items' action but for DocuSign. Is this possible?

My alternative would be to add in an approval loop first but seems a bit clunky for the person to approve then sign in a second email.

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yashag2255 24,769 Super User 2024 Season 1 on at

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Hi @Anonymous

Can you please share a screenshot of the flow and the action that you are using. You can get the details of the signer by using the List recipeints action. Please see the screenshot below:

Hope this Helps!

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Community Power Pla... on at

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Great thanks for that.

Next issue I am having is I want to be able to assign the recipients within the Flow not at DocuSign level, as the Flow is triggered oringinally with varying "approver emails" is there a way around this?

I am currently getting this error when trying to execute my Flow. I have a template document, subject line but not recipients or tabs (altohugh I couldn't even place where tabs were?)
"errorCode": "ENVELOPE_IS_INCOMPLETE",
"message": "The Envelope is not Complete. A Complete Envelope Requires Documents, Recipients, Tabs, and a Subject Line."

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yashag2255 24,769 Super User 2024 Season 1 on at

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@Anonymous

Can you please post a screenshot of the flow (barring any sensitive information) and the error from the run history? That way it will be easier to recognise the issue and assist you with this.

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I have given below an outline of what I am wanting my Flow to do - one of my inputs 'For a selected item' is manager email. Ideally want this manager email to be picked up for DocuSign to send the envelope to - without having to go near DocuSign. The initiator should trigger the Flow, then Flow do the rest - hope that makes sense. Please tell me this is possible? Otherwise we are going to have to articulate a sketchy workaround in order to get signatures into a document for approval....

Steps as follows;

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Community Power Pla... on at

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@yashag2255 screenshot errors and flow steps

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Community Power Pla... on at

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After some trial and error I have now progressed to be receiving a different error message in the same action step as previously... can anyone shed some light on this?

"errorCode": "INVALID_REQUEST_PARAMETER",
"message": "The request contained at least one invalid parameter. RoleName must be specified for templateRoles."

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yashag2255 24,769 Super User 2024 Season 1 on at

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Hi @Anonymous

I just made a small test at my end it worked fine.

Can you please confirm the input parameters defined for the DocuSign template? I am seeing there is some error in that.

If you could share a screenshot of that, I might be able to take a better look at it. Could you confirm the parameters in the flow action too? (expand the docu sign template action and share a screenshot barring any sensitive information).

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Hi @yashag2255

I expect the issue is in DocuSign, if you are able to share what you set up in DS I can compare with what I have?
I have taken screenshot of the Flow steps and will post them below for you to see.

Thanks for your help.

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yashag2255 24,769 Super User 2024 Season 1 on at

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Hi @Anonymous

So here is what I did:

I created a template file in DocuSign and added a place holder over there called as test. In my flow, when I add the action of the docusign template, it allows me to choose this template and immediately loads the Test name and Test Email fields to add a name and email of the person to sign (In your case i see different attributes for this one and also there is a <space> between the " and the Name attribute).

If you can check and confirm these things, it will be easier for us to identify the issue.

Hope this Helps!

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

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